As you head into the long weekend, we’ve curated some of
our favorite evergreen posts so far this year, for your (re)reading enjoyment.
The art of interactive storytelling - Interactivity is compelling and differentiating for many investors. It can lend itself well to many of the stories you already tell and bring
your conversations with clients to the next level of engagement.
Are you insulated from the “Uber” equivalents financial services? - Make sure you’re not caught off-guard by the latest demographic shifts and
technology-based innovations impacting the advisory landscape.
Gambling, betting and investing - The advantage to
betting in investing compared to betting in Las Vegas: you can make more informed investment bets than you can gambling bets. Make sure you’re capitalizing on that key difference.
The secret decoder ring to advisor scale - Managing the number of
investment holdings in your business and keeping it to a rational amount creates the scale to grow.
Have a happy 4th of July.
